Wescott Financial Advisory Group, LLC

Position in MRK — Merck & Co., Inc.

CIK 1864880 Philadelphia, PA

Position in MRK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$16,991,555

+$1,098,360 QoQ

Shares Held

132,230

+0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

5.63%

of 13F equity value

Holder Rank

#563

of 3,768 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Healthcare · as of Jun 30, 2026

Wescott Financial Advisory Group, LLC holds $34,430,041 across 6 Drug Manufacturers - General names. MRK ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc. This page	132,230	$16,991,555
2	LLY	ELI LILLY & Co	9,460	$11,346,608
3	JNJ	Johnson & Johnson	20,318	$5,160,162
4	GILD	Gilead Sciences, Inc.	3,710	$468,721
5	AMGN	Amgen Inc	715	$258,915
6	ABBV	AbbVie Inc.	811	$204,080

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,991,555	132,230	+0.1%	Shares	Sole	2026-08-04
2026-03-31	$15,893,195	132,124	-7.2%	Shares	Sole	2026-05-12
2025-12-31	$14,981,866	142,332	-8.6%	Shares	Sole	2026-02-12
2025-09-30	$13,069,076	155,714	-4.2%	Shares	Sole	2025-11-05
2025-06-30	$12,867,062	162,545	-0.4%	Shares	Sole	2025-08-11
2025-03-31	$14,643,715	163,143	-0.1%	Shares	Sole	2025-05-14
2024-12-31	$16,250,058	163,350	-2.9%	Shares	Sole	2025-02-12
2024-09-30	$19,096,817	168,165	+1.0%	Shares	Sole	2024-11-12
2024-06-30	$20,616,414	166,530	+3.1%	Shares	Sole	2024-08-14
2024-03-31	$21,306,890	161,477	+7.2%	Shares	Sole	2024-05-13
2023-12-31	$16,419,284	150,608	-0.8%	Shares	Sole	2024-02-13
2023-09-30	$15,637,899	151,898	+0.1%	Shares	Sole	2023-11-09
2023-06-30	$17,518,394	151,819	+2.9%	Shares	Sole	2023-08-11
2023-03-31	$15,694,120	147,515	-0.8%	Shares	Sole	2023-05-10
2022-12-31	$16,490,942	148,634	-0.4%	Shares	Sole	2023-02-06
2022-09-30	$12,852,462	149,239	+4.5%	Shares	Sole	2022-11-14
2022-06-30	$13,019,349	142,803	+5.3%	Shares	Sole	2022-07-28
2022-03-31	$11,130,738	135,658	+447.6%	Shares	Sole	2022-05-16
2021-12-31	$1,898,756	24,775	-1.3%	Shares	Sole	2022-01-31
2021-09-30	$1,884,585	25,091	-2.0%	Shares	Sole	2021-10-29
2021-06-30	$1,991,767	25,611	-0.9%	Shares	Sole	2021-08-10
2021-03-31	$1,992,006	25,840	+4.4%	Shares	Sole	2021-06-25
2020-12-31	$2,024,549	24,750	—	Shares	Sole	2021-06-25
No filing history on record for this holder in this stock.